Generating interbranch transfer

Introduction

An interbranch transfer is the process of moving inventory from one location to another location within the internal business environment. An example is the transfer of inventory from one warehouse to another. An interbranch transfer for a production order is carried out in the event one warehouse does not have sufficient stock of an item that is required for production purposes. The item is then transferred in from another warehouse.

To transfer an item, go to Manufacturing/Entries/Production orders, select a production order with the item to be transferred and click Open. At the Production orders screen, click Transfer.

The production order must already have been authorized before a transfer can take place. The item must also be registered to more than one warehouse for a transfer to take effect.

Description

This screen will be displayed when you click Transfer at the Production orders screen.

Sort

Select how you want the items in the purchase order that are out of stock to be sorted. Select Item to sort by items (the same items will be grouped together), or select Warehouse to sort by warehouse (items that are stored in the same warehouse will be grouped together). By default, Item is selected.

Warehouse

Select the relevant warehouse where the items that are to be transferred will originate from. Select one of the following options:

• All warehouses – Select All warehouses to display items from all the warehouses. By default, this is selected.
• Main warehouse – Select Main warehouse to display items from the main warehouses.
• Select other relevant warehouses to display items that are from that Warehouse.

Show

Select one of the following options to view the items accordingly:

• All – This will list all relevant items that can be transferred.
• Requirements <> Allocation – This will list items whereby the required quantity is not the same as the allocated quantity.
• Advice > 0 – This will list items where the stock positions for material requirements planning has a quantity of more than 0. The advice is the stock level calculated depending on the production order’s requirements and the stock available in the warehouse.

Include: Stock controlled

Select this check box if you want to include stock controlled items in the results. Stock controlled items are items that an organization manufactures for the purpose of stocking them up instead of manufacturing according to orders.

An item is defined whether it is made to stock or made to order at the item maintenance screen (go to Manufacturing/Setup/Items, select the item, and then click Open) under the Inventory tab.

Interbranch transfer lines

Note: It is possible that not all columns in this example are displayed. You can add or remove columns as required by clicking Columns.

Item

This column displays the items in the purchase order that can be transferred. This column cannot be edited.

Description

This column displays the description of the item. The description displayed is based on the Description defined for the item at the item maintenance. This column cannot be edited.

Warehouse (Issue)

This column displays the warehouse where the item will be issued. The warehouse displayed is based on the Warehouse code defined for the warehouse at Inventory/Warehouse management/Warehouses. This column cannot be edited.

Warehouse (Receive)

This column displays the warehouse where the item will be received. The warehouse displayed is based on the Warehouse code defined for the warehouse at Inventory/Warehouse management/Warehouses. This column cannot be edited.

Selected

Double-click this column to select the item for transfer. A green check mark will appear to show that it has been selected.

Requirements

This column displays the number of the items ordered. The required quantity displayed is based on the Ordered quantity of the items defined in the purchase order lines in the purchase order entry screen. This column cannot be edited.

Allocated

This column displays the quantity allocated for the item. This column cannot be edited.

Free stock

This column displays the number of free stock available for the item in the issuing warehouse. This column cannot be edited.

Shortage

This column displays the number of items that is short of stock in the receiving warehouse. This column cannot be edited.

Advice

Type the quantity required for transfer in this column. By default, the quantity displayed depends on the number of items required and the number of free stock available for the item. For example, if Requirements is “5” and Free stock is “4”, the Advice column for the item will display “4”.

Unit

This column displays the unit of the item. The unit displayed is based on the Sls. unit defined for the item at the item maintenance, under the Basics tab. This column cannot be edited.

Buttons

Excel

Click this to export the results to Microsoft Excel.

Transfer

Click this to transfer the items as specified in the criteria.

Note: The items will be transferred only if the Selected column contains a green check mark and the Advice column is not “0”.

Cancel

Click this to cancel the transfer and return to the Production Orders screen.